PPrivate Fund Data Log in Join · $37/mo

Kaiser Partner Financial Advisors Ltd.

● SEC registered since 2009CRD 149431SEC# 801-70234Zürich
Export (members)
Reg. AUM
$981.7M
Employees
5
Accounts
287
Location
Zürich

Kaiser Partner Financial Advisors Ltd. assets under management

Kaiser Partner Financial Advisors Ltd. is a registered investment adviser overseen by the SEC based in Zürich. The firm has been registered since 2009. It reports $981.7 million in regulatory assets under management and employs 5 people.

Kaiser Partner Financial Advisors Ltd. owners & executives

9 reported
NameTitleOwnershipSince
Benedikt Friedrich Kaiser ControlMember Board Of DirectorsUnder 5%2018
Christian Nmn Reich ControlChairman, Board Of DirectorsUnder 5%2020
Gabriel Nicolas LarumbeChief Compliance Officer, Chief Legal OfficerUnder 5%2022
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Kaiser Partner Financial Advisors Ltd. manage?

Kaiser Partner Financial Advisors Ltd. reports $981.7 million in regulatory assets under management on its Form ADV.

How many employees does Kaiser Partner Financial Advisors Ltd. have?

Kaiser Partner Financial Advisors Ltd. reports 5 employees.

Where is Kaiser Partner Financial Advisors Ltd. located?

Kaiser Partner Financial Advisors Ltd. is based in Zürich and has been SEC-registered since 2009.

Does Kaiser Partner Financial Advisors Ltd. disclose fund performance?

Kaiser Partner Financial Advisors Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16 Freigutstrasse, Zürich 8002
Phone+41 44 752 51 52
Fax+41 44 752 51 53
Office hours09:00 a.m. - 05:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$258.2M
Non-discretionary$723.5M
Total (RAUM)$981.7M